See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC6 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $14,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,853 | $60,323-53.8% | $81,812-66.0% | $74,495-62.6% |
| Participation rate | 49.3% | 62.9%-13.6pp | 72.3%-23.0pp | 67.2%-17.9pp |
| Annual return | 11.47% | 16.90%-5.4pp | 773.79%-762.3pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $282 | $2,620-89.2% | $2,912-90.3% | $2,623-89.3% |
| Participant deferral / active EE | $1,390 | $3,387-59.0% | $4,319-67.8% | $4,346-68.0% |
| Admin fee / account holder | $100 | $1,486-93.2% | $7,386-98.6% | $1,942-94.8% |